GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.86M
3
+$5.4M
4
C icon
Citigroup
C
+$5.23M
5
RTN
Raytheon Company
RTN
+$4.79M

Top Sells

1
+$5.15M
2
+$4.9M
3
+$4M
4
NI icon
NiSource
NI
+$2.96M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Sector Composition

1 Industrials 22.87%
2 Financials 20.1%
3 Consumer Discretionary 13.77%
4 Utilities 9.04%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.89%
+46,837
27
$2.41M 0.87%
+199,380
28
$2.4M 0.87%
48,431
+44,000
29
$2.33M 0.85%
+31,379
30
$2.33M 0.85%
+20,949
31
$2.31M 0.84%
56,350
-9,369
32
$2.3M 0.83%
17,312
+4,829
33
$2.27M 0.82%
70,329
-13,344
34
$2.24M 0.81%
97,378
+39,836
35
$2.2M 0.8%
18,892
+15,268
36
$2.19M 0.79%
24,614
-15,874
37
$2.15M 0.78%
26,601
+21,822
38
$2M 0.73%
34,720
-20,418
39
$1.92M 0.69%
40,302
+35,196
40
$1.89M 0.68%
+25,594
41
$1.85M 0.67%
+47,815
42
$1.81M 0.66%
+46,873
43
$1.81M 0.66%
8,724
+5,493
44
$1.8M 0.65%
+43,328
45
$1.8M 0.65%
+26,358
46
$1.77M 0.64%
+28,459
47
$1.76M 0.64%
+37,248
48
$1.75M 0.64%
+19,025
49
$1.75M 0.63%
+17,898
50
$1.73M 0.63%
+36,889
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